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Portfolio (Quarterly) Guide ↗

DAGCO, INC.

· CIK 0001767343
13F Portfolio $461M AUM 353 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 72 Added 52 Reduced 38 Exited
Page 12 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MCHP MICROCHIP TECHNOLOGY INC Technology 478.0 $31K 0.01% $64.56 +44.0%
222 NOC NORTHROP GRUMMAN CORP Industrials 44.0 $30K 0.01% $682.25 -19.4%
223 IMCG ISHARES TR 380.0 $30K 0.01% $78.77 +13.3%
224 IGF ISHARES TR 437.0 $29K 0.01% $67.03 +0.3%
225 SAP SAP SE Technology 168.0 $29K 0.01% $171.21 +3.9%
226 CSL CARLISLE COS INC Industrials 78.0 $26K 0.01% $333.62 -1.6%
227 DRIV GLOBAL X FDS 848.0 $26K 0.01% $30.51 +26.3%
228 TFC TRUIST FINL CORP Financial Services 562.0 $26K 0.01% -62.0 -9.9% $45.99 +3.8%
229 VOT VANGUARD INDEX FDS 100.0 $26K 0.01% $257.35 +10.9%
230 DOC HEALTHPEAK PROPERTIES INC Real Estate 1,500.0 $25K 0.01% $16.43 +19.1%
231 UPRO PROSHARES TR 253.0 $25K 0.01% $97.04 +43.8%
232 TGT TARGET CORP Consumer Defensive 202.0 $24K 0.01% $121.20 +1.0%
233 MTUM ISHARES TR 100.0 $24K 0.01% $239.99 +24.5%
234 RIO RIO TINTO PLC Basic Materials 252.0 $24K 0.01% NEW $93.29 +10.1%
235 BITO PROSHARES TR 2,377.0 $22K 0.01% $9.31 +13.3%
236 NOW SERVICENOW INC Technology 210.0 $22K 0.01% $104.55 -2.6%
237 BKNG BOOKING HOLDINGS INC Consumer Cyclical 5.0 $21K 0.01% $4210.40 -96.3%
238 PGR PROGRESSIVE CORP Financial Services 106.0 $21K 0.01% -15.0 -12.4% $198.24 +2.1%
239 BOTZ GLOBAL X FDS 618.0 $21K 0.00% $33.23 +17.6%
240 ESML ISHARES TR 430.0 $20K 0.00% $47.00 +9.0%
Page 12 of 18  ·  353 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.3%
Financial Services 17.0%
Healthcare 14.1%
Industrials 13.8%
Communication Services 10.5%
Consumer Cyclical 5.8%
Consumer Defensive 5.6%
Basic Materials 2.7%
Utilities 2.7%
Energy 1.2%